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Financial Advocates Investment Management’s Atlassian TEAM Stock Holding History

Financial Advocates Investment Management’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,100
Closed -$268K – 791
2024
Q4 		$268K Sell
1,100
-209
-16% -$47.9K 0.02% 630
2024
Q3 		$208K Sell
1,309
-2,436
-65% -$401K 0.01% 707
2024
Q2 		$662K Buy
3,745
+62
+2% +$11.1K 0.04% 372
2024
Q1 		$719K Buy
3,683
+263
+8% +$57.4K 0.04% 376
2023
Q4 		$813K Buy
3,420
+46
+1% +$9.03K 0.05% 329
2023
Q3 		$680K Buy
3,374
+10
+0.3% +$1.9K 0.05% 348
2023
Q2 		$565K Buy
3,364
+8
+0.2% +$1.28K 0.04% 374
2023
Q1 		$574K Sell
3,356
-10
-0.3% -$1.59K 0.04% 404
2022
Q4 		$433K Buy
3,366
+871
+35% +$139K 0.03% 473
2022
Q3 		$525K Buy
2,495
+65
+3% +$15.2K 0.04% 407
2022
Q2 		$455K Buy
+2,430
New +$519K 0.04% 416
2022
Q1 		– Sell
-5,510
Closed -$2.1M – 814
2021
Q4 		$2.1M Buy
5,510
+918
+20% +$369K 0.13% 191
2021
Q3 		$1.8M Buy
+4,592
New +$1.53M 0.12% 201

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Financial Advocates Investment Management's TEAM Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of Atlassian (TEAM) in Q1 2025, closing a stake of 1,100 shares — an estimated $268K sold.

Financial Advocates Investment Management first reported a position in TEAM in Q3 2021 and held it in 13 quarters. The position peaked at $2.1M in Q4 2021. 860 funds tracked by Wall St. Rank hold TEAM as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining Atlassian position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,100 Atlassian shares in Q1 2025, an estimated $268K.
  • Financial Advocates Investment Management first reported a position in Atlassian in Q3 2021 and held it in 13 quarters.
  • Financial Advocates Investment Management's Atlassian position peaked at $2.1M in Q4 2021.
  • 860 funds tracked by Wall St. Rank held Atlassian as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.